Not Just Numbers People.

People People.

The numbers matter because of the people whose businesses and lives they affect.

BusinessValuations

As the leaders of family-owned and closely held businesses increasingly turn their attention to succession planning, our valuation engagements continue to span industries. We know that nothing strikes closer to the heart than determining the value of your business. It is likely a significant asset in your estate. And it represents years or decades of hard work. With three Certified Valuation Analysts at the principal level, we apply the highest standards of professionalism and integrity. You’ll emerge with a fully documented valuation—as well as a clear understanding of what constitutes the value of your business.

Services

Estate and Gift Tax

Divorce

Shareholder Disputes

Buy/Sell Agreements

Mergers and Acquisitions

Our valuation team is led by Certified Valuation Analysts and CK Principals James Scherzinger, James Slager and Roger Reitz.